Filed February 5, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,060 | $54,320-15.2% | $67,652-31.9% | $52,331-12.0% |
| Participation rate | 56.3% | 73.6%-17.2pp | 75.7%-19.3pp | 68.1%-11.8pp |
| Annual return | -0.43% | 6.81%-7.2pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,036 | $2,950-31.0% | $3,560-42.8% | $3,022-32.6% |
| Admin fee / account holder | $35 | $527-93.4% | $4,821-99.3% | $592-94.1% |